Money Purchase · DOL Form 5500 · 2024

Nfc Holdings Inc Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
9
Participants Small participant base
59th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Northeast Financial Consultants · Sponsored by Nfc Holdings Inc · Connecticut · Finance & Insurance

$11M in assets, 9 participants

Nfc Holdings Inc's Northeast Financial Consultants reported $11M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,634 in Finance & Insurance (8,549 peers)

Nfc Holdings Inc multi-year trail

Nfc Holdings Inc's plans moved +58.4% in assets from 2022 to 2024; this filing shows Northeast Financial Consultants at $11M / 9 participants.

#3,634
in Finance & Insurance (8,549 peers)
+23.8%
assets growth YoY

Northeast Financial Consultants's mid-pack asset rank among Finance & Insurance and all filers

Northeast Financial Consultants vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,421,353 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Northeast Financial Consultants among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northeast Financial Consultants is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northeast Financial Consultants end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Northeast Financial Consultants reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364958064 · Nfc Holdings Inc PY 2024 · Money Purchase

Northeast Financial Consultants · $11M · 9 · 59th

  • NET $11M
  • BOOK 9
  • VS-ST 59th
  • BOY Money Purchase
  • SCH near Start Employee's Retirement Plan
  • EBSA ind #3634

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Connecticut →

Northeast Financial Consultants in the asset neighbourhood

Madison Square Boys & Girls Club Pension PlanMadison Square Boys & Girls …$12MStart Employee's Retirement PlanStart Employee's Retirement …$11MNortheast Financial ConsultantsNortheast Financial Consulta…$11MMadison Community Hospital Employees' Retirement PlanMadison Community Hospital E…$11MAssociation Anesthesiologists Money Purchase PlanAssociation Anesthesiologist…$11M
End-of-year total assets ($M) among Northeast Financial Consultants and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Nfc Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Nfc Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 58.39451093513806% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.4M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 9 $7M
2023 1 9 $9M
2024 1 9 $11M

Nfc Holdings Inc filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN364958064
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Northeast Financial Consultants vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Northeast Financial Consultants, Total assets ($M): 11.421353 · Participants: 9Northeast Financial ConsultantsNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 870.342846 · Participants: 9637New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 199.628221 · Participants: 683Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 86.006269 · Participants: 477Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.900134 · Participants: 340Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 30.235031 · Participants: 631IBEW Local No. 223 Deferred Income Plan
Northeast Financial Consultants vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Northeast Financial Consultants side-by-side with 3 peers →

Northeast Financial Consultants's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Start Employee's Retirement Plan in NY ($11M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northeast Financial Consultants assets move in 2024? ▼
Northeast Financial Consultants grew sharply - up 23.8% during 2024, from $9M to $11M. Reported net income was $2M.
How have Nfc Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nfc Holdings Inc's sponsor-wide assets grew 58.4%, from $7M to $11M.
Which Money Purchase plans are similar in size to Northeast Financial Consultants? ▼
Among Money Purchase plans in other states, the closest by assets is Start Employee's Retirement Plan in NY ($11M, 105 participants).
Which Money Purchase plans cover a similar participant headcount to Northeast Financial Consultants? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364958064.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.